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Anonymous
Not applicable

How do you do Price Levels on QB Online?

I need to assign cutomers with differant price levels per item.
3 Comments 3
FateCandylaneT
QuickBooks Team

How do you do Price Levels on QB Online?

It's great to see you posting here in the Community, Alberts. I'll share insights and steps to help you set up price rules in QuickBooks Online (QBO).

 

When setting up price rules in QuickBooks, this feature is currently in beta testing and is available in the US QBO version. Don't worry, I've got workarounds to help you complete and resolve this for you. We can manually enter the appropriate price in the Rate column when creating an invoice. I've attached a screenshot below for reference.

 

Invoice-alternative price rules.JPG

 

Also, you may want to consider using a third-party application to help you manage your price rules. You can go to the Apps menu and manage the search functions to look for a compatible app.

 

Moreover, I've added this link to guide you with other QBO-related tasks in the future: Help articles for QuickBooks Online.

 

You can always reply in the comments below if you have additional questions. We'd be glad to hear more from you and assist you further. Take care and have a good one!

BooksUserID
Level 1

How do you do Price Levels on QB Online?

This feature has been available in the US for more than 5 years now. Impossible to still be in "Beta" testing.

 

I can't switch from Desktop to Online without this feature. What is the real hold up?

 

 

RCV
QuickBooks Team
QuickBooks Team

How do you do Price Levels on QB Online?

We understand how difficult it is with the absence of the Price Level feature in QuickBooks Online (QBO) for South Africa, BooksUserID.

 

The Price rules feature is currently unavailable in QuickBooks Online (QBO) in the International version. The absence of the Price Level feature in QBO for South Africa can indeed be limiting. While the rollout of features to various regions can be complex and slow, continuous feedback and exploration of alternative methods or software can help manage the transition effectively. Ensuring your needs are communicated clearly to Intuit is important, as it might help expedite the process based on user demand.

 

We can see how this feature would be helpful for you and your business. We encourage sending a feature request directly to our Product Development team to help us improve the features of the program. Here's how:

 

  1. Go to the Gear menu and select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click Next.

 

You may use a third-party app that integrates with QBO that help you with the Price Level feature. The program has established partnerships with numerous third-party application developers. This allows you to enhance QBO's capabilities with a wide range of add-on features and services from these integrated apps.

 

To explore all available app integrations, the easiest way is to access the Apps menu directly within your QuickBooks Online account. Let me guide you on how to find and evaluate potential app integrations:

 

  1. Go to the Apps menu and tap the Find apps tab.
  2. Click the drop-down beside the Browse category and select a category. This opens the QuickBooks App Center marketplace.
  3. You can browse or search for specific app categories/features you need
  4. Read the app descriptions, reviews, and pricing details.
  5. Select any apps you want to purchase/install and integrate with QBO.

 

The Apps menu and integrated App Center provide a centralized way to seamlessly find, evaluate, purchase, and install third-party apps that can be integrated directly with your QBO account.

 

Additionally, we'll be sharing these articles that will help you change the item types and insights about tracking your inventories in QuickBooks:

 

 

Don't hesitate to reply to me or drop by the Community again if you need more help with managing your inventory or any QuickBooks-related concern. The Community is always ready to offer guidance and support, BooksUserID.